And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here to take you through to the closing bell. With the global simulcast, it starts right now.Carol Massar and Stenovec in the radio booth. Welcome to our audiences across all of our bloomberg platforms here on a Fed day. A Fed day, Carol and Tim, where we got pretty much exactly what the market had expected, though, the market reaction maybe not quite what some were anticipating.Yeah, we were just spending a lot of time tal ...

Core Insights - U.S. retail sales increased by 0.6% in August 2025, matching the revised growth from July and exceeding expectations of 0.2% [1] - Sales excluding certain categories rose by 0.7%, surpassing the anticipated 0.4% [1] Winning Areas - **Online Retailers**: Nonstore retailers experienced a 2% sequential increase and a 10.1% year-over-year gain [3] - ProShares Online Retail ETF (ONLN) tracks online retailers and charges 58 bps in fees [3] - Amazon.com (AMZN) is a major player in e-commerce with a Zacks Rank 3 (Hold) [4] - **Clothing Stores**: Sales rose by 1% sequentially and 8.3% year over year in August 2025 [5] - SPDR S&P Retail ETF (XRT) provides exposure to U.S. retail stocks, with apparel retail comprising about 21% of the fund and a fee of 35 bps [5] - Genesco (GCO) is a specialty retail company with a Zacks Rank 1 (Strong Buy) [5] - **Sporting Goods, Hobby, Musical Instrument, & Books**: This segment saw a 0.8% sequential gain and a 4.7% year-over-year increase [6] - Consumer Discretionary Select Sector SPDR ETF (XLY) and VanEck Retail ETF (RTH) are suitable for investment in this sector [6] - DICK'S Sporting Goods (DKS) operates as a sporting goods retailer with a Zacks Rank 3 [7] - **Food Services & Drinking Places**: Sales increased by 0.7% sequentially and 6.5% year over year [8] - AdvisorShares Restaurant ETF (EATZ) invests primarily in restaurant-related companies and charges 99 bps in fees [8] - BJ's Restaurants (BJRI) operates high-end casual dining restaurants and holds a Zacks Rank 1 [9]

Core Thesis - Aramark (ARMK) is viewed positively due to its quality contract catering business, improving fundamentals, and attractive growth potential, trading at a reasonable multiple compared to peers [2][5] Company Overview - Aramark operates in 15 countries, with approximately 75% of its revenue generated in the U.S., holding the 2 market share domestically and 3 in most international markets [2] - Following the spin-off of Vestis Corp in September 2023, Aramark is now a pure-play contract catering company, with 84% of revenue from food service and the remainder from support services [2] Business Model - The business model benefits from recurring, predictable revenue, high cash conversion, limited working capital requirements, and modest capital expenditures of 3-4% of revenue [3] - Contracts generally extend beyond one year, with two-thirds being performance-based P&L agreements, allowing for margin improvements [3] Financial Performance - Recent management efforts under CEO John Zillmer have focused on automation, supply chain, and operational efficiencies, leading to strong execution and record base business volumes [4] - Q2 and Q3 performance indicated robust profitability, with guidance suggesting full-year organic growth of 5.5-7.5%, and Q4 expected to exceed 8% [4] Growth Potential - The company has the potential for mid- to high-single-digit organic revenue growth and over 10% EPS growth, trading at approximately 18x earnings [5] - If business quality continues to improve, ARMK could re-rate closer to peer CPG's ~25x, presenting a compelling risk/reward profile for investors [5] Competitive Landscape - The current thesis contrasts with a bearish view on Restaurant Brands International (QSR), highlighting Aramark's stronger fundamentals and recurring revenue base [6]

In 2024, Starbucks CEO Brian Niccol took home $95.8 million in total compensation, according to the American Federation of Labor and Congress of Industrial Organizations (AFL-CIO), based on company SEC filings. That’s one person making nearly $100 million in a single year, while the average Starbucks barista earns about $15 an hour, per ZipRecruiter. Discover More: Avoid These 4 Common Mistakes When You Get Rich Overnight Find Out: Warren Buffett: 10 Things Poor People Waste Money On Even working full-ti ...

Group 1 - The core concept of the article revolves around the evolving nature of group buying, highlighting that it is not just about saving money but also about meeting diverse consumer needs and preferences [1][3] - Consumers are increasingly holding onto group buying vouchers without using them due to uncertainty in consumption scenarios, indicating a need for businesses to offer more flexible options [3][4] - The introduction of "随心团" (Flexible Group Buying) allows consumers to choose between in-store pickup and home delivery, enhancing the overall experience and reducing decision-making costs [5][6] Group 2 - The "随心团" model has led to significant growth in group buying transactions, with over 90% of products upgraded to this model, resulting in a historical peak of 1 billion yuan in voucher redemptions for certain businesses [6][7] - The model has also improved consumer perception of group buying value, as seen during promotional events like the Qixi Festival, where brands achieved substantial sales growth through attractive pricing and delivery options [7][9] - Businesses are leveraging content-driven strategies to enhance engagement and conversion rates, with successful examples of live-streaming promotions leading to significant sales increases [10][12] Group 3 - The integration of delivery services with group buying has allowed businesses to tap into new market segments and meet immediate consumer demands, particularly during peak seasons [14][15] - Companies are shifting their operational focus from merely driving traffic to nurturing customer relationships throughout their lifecycle, emphasizing the importance of quality content and service [12][15] - The "随心团" initiative serves as a low-cost strategy for businesses to find new growth opportunities, bridging the gap between in-store and online sales [15]

Core Insights - Sodexo and EAT have formed a partnership aimed at promoting healthier and more sustainable eating habits, leveraging Sodexo's global expertise in food services to implement science-based solutions [1][2][4] Group 1: Partnership Overview - The partnership is designed to inspire healthier eating and will be showcased at the Stockholm Food Forum on October 3-4, 2025 [2] - Sodexo serves over 80 million consumers daily, making this collaboration with EAT, a leader in food system transformation, a strategic asset for promoting better food habits [2][4] Group 2: Event Details - At the Stockholm Food Forum, EAT and Sodexo will co-host a dinner at the Strawberry Hotel, focusing on nutrition and responsible food choices [3] - Sodexo will participate in multi-stakeholder discussions at the Forum, including a side event aimed at practical implementation of responsible food choices [3] Group 3: Leadership Statements - EAT's CEO emphasized the importance of Sodexo's operational expertise in translating scientific insights into actionable strategies for sustainable food systems [4] - Sodexo's Chairwoman highlighted the partnership as a significant step towards promoting conscious eating practices and engaging a broader stakeholder ecosystem for impactful change [4]

Core Viewpoint - The article provides a detailed recipe for making walnut and raisin bread, emphasizing the importance of fermentation and baking techniques to achieve the desired texture and flavor [2][3]. Summary by Sections Ingredients - The recipe requires 500 grams of walnut dough and 60 grams of wine-soaked raisins, along with an appropriate amount of egg wash for finishing [3]. Preparation Steps - Step 1: Combine walnut dough with wine-soaked raisins and knead until uniform [5]. - Step 2: Allow the dough to ferment at room temperature (30°C) for 60 minutes [8]. - Step 3: After fermentation, divide the dough into 180-gram pieces, shape them into balls, and let them rest for 20 minutes [10]. - Step 4: Press the dough to release gas [13]. - Step 5: Fold the dough and roll it up [14]. - Step 6: Shape the dough into an olive shape [15]. - Step 7: Place the shaped dough on a baking tray and ferment at 30°C with 75% humidity for 50 minutes [19]. - Step 8: After fermentation, brush the surface with egg wash and make cuts with scissors [21]. - Step 9: Sprinkle sugar on top [22]. - Step 10: Bake in an oven at 200°C for the top and 180°C for the bottom for 20 minutes [27]. Monthly Highlights - The article also mentions various topics related to the baking industry, including the opening of new bakeries, interviews with industry veterans, and insights into successful baking practices amidst challenges faced by the industry [30].

Core Insights - Domino's Pizza shares reached an all-time high of $564.33 on December 31, 2021, but have since declined by approximately 20% [2][5] - Revenue growth has been modest, with 2024 revenue only 8% higher than in 2021, and earnings per share (EPS) increasing by 23% from $13.54 in 2021 to $16.69 in 2024 [4][6] - The company's growth expectations remain low, with management anticipating single-digit top-line growth, although share repurchases could boost EPS growth to around 10% annually [6][7] Performance Comparison - Domino's Pizza has underperformed compared to the S&P 500, which has risen over 30% since Domino's peak [5] - Companies with single-digit growth often struggle to outperform the S&P 500 in the long term, which is reflected in Domino's stock performance [5] Future Outlook - For Domino's stock to improve, it requires better growth, which may be challenging given its status as the largest pizza chain [6] - While the growth may not be sufficient to outperform the S&P 500, there is potential for the stock to rise modestly and possibly reach a new all-time high in the coming years [7]

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use fundamental analysis and traditional valuation metrics to fin ...

Group 1 - Happy Belly Food Group Inc. plans to release its second quarter results on August 25, 2025, after market close [1][2] - The company will provide details of its acquisition of 50% of SALUS Fresh Foods Restaurant Chain in the upcoming closing news release [3] - Sean Black, a representative of the company, emphasized that they are just getting started with their growth strategy [3] Group 2 - Happy Belly Food Group is recognized as a leader in acquiring and scaling emerging food brands across Canada [5]